Complete Wealth Management

AssetMark Complete Wealth Management can help you strengthen relationships and win new business.
Complete Wealth Management

Set your firm apart using AssetMark solutions to provide this unique client segment with the holistic advice they seek.1
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Custom Investments

Expand what you offer using our high-net-worth strategists who can tailor portfolios for almost any situation. Help your clients with:

  • Custom portfolios
  • Personalized tax transitions
  • Socially responsible investing

Our strategists handle high complexity, some starting at lower account balances.

58% of high-net-worth clients are concerned with tax minimization
Complete Cash Solutions

Compete for high-net-worth clients using Complete Cash Solutions. Meet their growing needs by offering:

  • Bank and lending services
  • High yield cash
  • Securities-backed lines of credit

Learn more about Complete Cash Solutions »
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Prepare for Wealth Transfer

Stand out from the crowd when you create a plan for your clients’ wealth transfer using:

  • Trust services
  • Charitable giving strategies
  • Estate planning
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AssetMark Retirement Services
Retirement Services

Deepen relationships with clients who have their own business. AssetMark Retirement Services offers:

  • Curated Investments to support a range of financial goals
  • 3(38) fiduciary protection
  • Customized plans designed for your plan sponsors
All delivered with the great service you expect from AssetMark.
Find out more about AssetMark Retirement Services »

98% of 401(k) plans have < $2.5M in assets

As their wealth grows, your clients deserve more services. AssetMark Complete Wealth Management can help you deliver the services they need and expect.
Offer your clients Complete Wealth Management today.
Talk to your AssetMark Consultant or call us at 833-868-5981.

1. Spectrem Group, Market Insights Part 2019
2. The Cerulli Report, US High Net Worth and Ultra High Net Worth Markets 2018
3. 2018 US Trust Insights on Wealth and Worth
4. Cerulli Report – US Retirement Markets 2017


AssetMark, Inc. ("AssetMark") is an investment management and consulting firm serving independent financial advisors to help them build great businesses. This for informational purposes only, is not a solicitation, and should not be considered investment advice or tax advice. This information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. It is not possible to invest directly in an index.

Solutions referenced refer to select advisory products offered by AssetMark as well as certain services available at AssetMark Trust Company ("ATC"), third-party custodians, and AssetMark Retirement Services. Contact AssetMark for information regarding services available at custodians.

For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact an AssetMark Consultant.

AssetMark is an investment adviser registered with the Securities and Exchange Commission. Aris and Savos Investments are divisions of AssetMark Inc. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. ATC and third-party custodians provide custody services for client assets. ATC is an Arizona trust company and is an affiliate of AssetMark, Inc. AssetMark Retirement Services, Inc. is an affiliate of AssetMark, Inc. AssetMark Retirement Services is a division of AssetMark, Inc. AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission.

©2019 AssetMark, Inc. All rights reserved.

C20-16242 | 06/2020 | EXP 07/31/2022